AI-native project & portfolio delivery

From a first idea to a board-ready report, without leaving one tracker.

Executa is an AI-driven project and portfolio tracker for running your own team's engagements end to end — ideation, AI-drafted charters, sprints or waterfall phases, risk and budget tracking, and board-ready reports.

Individuals get instant access with self-service sign-up. Company accounts are reviewed by an admin before access is granted.

Log in to Executa

Use the credentials your Executa administrator set up for you.

New here? Request access

See it work

Don't take our word for it — describe something on your mind and watch Executa sort it out.

Try it — describe what's on your mind

A rough idea, a request, or something ready to start — Executa figures out which one it is. No account needed to try it.

4

AI-assisted lifecycle gates

7+

AI drafting surfaces

2

Export formats, board-ready

1

Tracker, idea to report

Not just another task tracker

Asana and Monday manage tasks once a project already exists. Executa manages the decision to start one — and everything after.

Ideation gates, not a blank board

Every idea clears feasibility, architecture, and resourcing gates before it becomes a funded project.

AI drafting, not a blank template

Charters, RFPs, SOWs, and delivery plans are AI-drafted from a one-line idea, not built field by field.

RFP/SOW workflow, built in

Evaluate vendors and track deliverables against a Statement of Work without exporting to a separate tool.

Executa: Portfolio dashboard

From the live app

Executa Portfolio dashboard screenshot
Executa AI-drafted charter screenshot
Executa Executive report screenshot

How Executa works

From a first idea to a board-ready report, in four steps.

01

Ideate

Brainstorm the opportunity, run an AI feasibility check, and build the case before it becomes a project.

02

Charter & plan

AI drafts the charter, RFP, and delivery plan — Waterfall, Scrum, or hybrid — with tasks, estimates, and assignments.

03

Execute & track

Run sprints or phases, log time and budgets, triage support incidents, and keep risk visible across the portfolio.

04

Report

Generate branded, board-ready PDF and PowerPoint reports on demand — status updates, steering decks, executive one-pagers.

What you get

Everything your team needs to run its own delivery — from a PMO to a full consultancy.

Full project lifecycle

Ideation through steady-state support, all in one tracker.

An AI project manager

Drafts plans, estimates effort, and answers questions about your portfolio.

Vendor evaluation, built in

Draft an RFP, invite vendors with a no-login link, and let AI score responses.

Reports that look the part

Branded PDF and PowerPoint exports, generated on demand.

Demand intake, triaged

A public front door for project requests, AI-scored before they compete for a slot.

Governed, not just tracked

Role-based access, step-up MFA, and an immutable audit log.

The AI project manager

It doesn't just answer questions — it drafts the work.

A floating AI PM is available on every screen, with voice, and it's grounded in your actual portfolio data — not a generic chatbot bolted on top.

Drafts, not blank pages

Charters, RFPs, SOWs, and plans from a one-line prompt — editable before anything saves.

Estimates & recommends

Effort, assignments, and delivery pricing — sourced from your own rate cards.

Ask it anything, out loud

"What needs my attention?" — a real answer, spoken, across your whole portfolio.

Gated, not unchecked

Every AI edit is a diff you approve first, logged either way.

Pricing

Straightforward plans. Start on a free trial, upgrade when you're ready.

Starter

$29/month

For a single team running a handful of engagements at a time.

3 active projects

3 seats

AI project manager included

Start free trial
Most popular

Team

$79/month

For a boutique consultancy running its full delivery pipeline.

15 active projects

10 seats

AI project manager included

Start free trial

Enterprise

Contact us

Unlimited projects and seats, with SSO and dedicated support.

Unlimited projects

Unlimited seats

AI project manager included

Start free trial

Every new account starts on a free trial — no credit card required to sign up.

Security & compliance

Built for teams that handle client data and vendor spend, not just to-do lists.

Role-based access

Every request is scoped to your organization and role at the API layer — Admin, Super User, PM, Contributor, Viewer.

Step-up MFA

TOTP verification required for Finance Approver and Platform-level roles on sensitive actions.

Immutable audit log

Every approval, deletion, and rate change is recorded with before/after values and who made it.

Self-service data control

Export or request deletion of your organization's data at any time, without waiting on support.

AI features run on Anthropic's API — your project data is sent only to generate the response you asked for, never to train models. Connections are encrypted end to end. Full details in our Privacy Policy.

FAQ

Common questions

How is Executa different from Asana, Monday, or Jira?

Those tools manage tasks once a project already exists. Executa manages the decision to start one, too — AI-assisted gates before funding, then AI-drafted charters, RFPs, SOWs, and delivery plans instead of a blank template.

Do I need a company account, or can I sign up individually?

Individuals get instant, self-service access. Company accounts (multiple teammates, shared rate cards) are reviewed by an admin first, since they invite other people into your workspace.

What happens when my trial ends?

You'll see a countdown in the app first. Once it ends without an active plan, the account locks — your data is preserved, nothing is deleted — until you subscribe or an admin grants an extension.

Can I cancel or change plans later?

Yes — billing is self-service through Stripe's customer portal, reachable from Billing inside the app.

Is my data secure?

Every action is scoped to your organization at the API layer, step-up TOTP is required for sensitive finance/platform actions, and every approval, deletion, and rate change is written to an immutable audit log. See Security & compliance below.

Have a project idea? You don't need an account to pitch it.

Submit a demand request in a couple of minutes — no login required. An admin triages it, scores it against your portfolio, and converts it into a project if it's a fit.

Submit a demand request